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Find The Best Financial Advisors in Charlotte, North Carolina

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Charlotte, North Carolina

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Charlotte, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Charlotte, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charlotte, North Carolina have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Charlotte, North Carolina

advisor-photo

Tony Montanari

ACM Wealth Management

877-707-5429

Top Financial Advisor Firms in Charlotte, North Carolina (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
104973 $367,167,074,976 4060 A Percentage of AUM, Fixed Fees, Commission Based, Performance Based
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
106006 $273,040,118,322 333 A Percentage of AUM, Fixed Fees, Performance Based
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
110841 $235,232,798,890 7030 A Percentage of AUM, Performance Based
STERLING CAPITAL MANAGEMENT LLC
4350 Congress Street, Suite 1000
Charlotte, NC, 28209
135405 $62,841,626,948 3390 A Percentage of AUM, Fixed Fees, Performance Based
WELLS FARGO INVESTMENT INSTITUTE, INC.
550 South Tryon Street, 40th Floor
Charlotte, NC, 28202
133204 $38,123,578,794 24240 A Percentage of AUM, Fixed Fees
ALIGHT FINANCIAL ADVISORS, LLC
4828 Parkway Plaza Blvd, Suite 100
Charlotte, NC, 28217
158744 $30,803,228,222 238735 A Percentage of AUM, Fixed Fees, Other (SET-UP FEES AND RELATED SERVICES)
ALUMINA INVESTMENT MANAGEMENT
6302 Fairview Road, Suite 520
Charlotte, NC, 28210
164273 $10,797,568,445 2 Fixed Fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
GLOBAL ENDOWMENT MANAGEMENT, LP
224 W Tremont Avenue,
Charlotte, NC, 28203
157772 $10,580,525,716 30 A Percentage of AUM, Fixed Fees, Performance Based
INDEPENDENT ADVISOR ALLIANCE, LLC
11215 N. Community House Rd., Ste. 775
Charlotte, NC, 28277
168267 $10,095,700,130 47432 A Percentage of AUM, Hourly charges, Fixed Fees
RIDGEMONT PARTNERS MANAGEMENT, LLC
101 S. Tryon Street, Suite 3400
Charlotte, NC, 28280
157421 $9,676,520,191 29 A Percentage of AUM, Fixed Fees, Performance Based
ADHESION WEALTH ADVISOR SOLUTIONS
5925 Carnegie Blvd, Suite 500
Charlotte, NC, 28209
143593 $8,342,573,056 34153 A Percentage of AUM
WEDGE CAPITAL MANAGEMENT LLP
301 South College Street, #3800
Charlotte, NC, 28202-6002
106234 $7,930,000,000 246 A Percentage of AUM
ASANA PARTNERS, LP
1616 Camden Road, Suite 210
Charlotte, NC, 28203
284477 $6,904,879,783 7 A Percentage of AUM, Performance Based
HORIZON INVESTMENTS LLC
6210 Ardrey Kell Road, Ste 300
Charlotte, NC, 28277
109552 $3,816,815,479 3414 A Percentage of AUM, Fixed Fees
PAMLICO CAPITAL
150 N. College Street, Suite 2400
Charlotte, NC, 28202-2397
157532 $3,424,690,531 6 A Percentage of AUM, Performance Based

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